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1,014

Paraplanning jobs

 
Email me jobs like these
  • Paraplanner/IFA Technical Assistant

    Shortlist
    • £36,000 - £40,000 per annum
    • Aberdeen
    • 5 days ago
    • 0 applications

    IFA Technical Assistant To £40,000 plus benefits and exam support Senior Technician required by this fee based wealth management firm to provide paraplanning and client management support to a main Director. The firm operates across the full range of Private Client advice including retirement planning...

  • Paraplanner

    Shortlist
    • £26,000 - £35,000 per annum
    • Edinburgh
    • 5 days ago
    • 1 application

    Paraplanner £26,000 to £35,000 plus benefits and bonus Paraplanner required by this regional IFA firm to work with Private Clients across the full range of financial advice including Investments, Protection, Tax and Retirement Planning. The company has been working on a recurring fee model for over...

  • Paraplanner

    Featured
    Shortlist
    • £25,000 - £28,000 per annum, negotiable
    • Grantham
    • 23 June
    • 1 application

    Position: Paraplanner Location: Grantham Salary: £25,000 - £28,000 DOE +Benefits Our Client is a highly regarded Independent financial advisors that specialise in all aspects of savings, investments and retirement planning. They are also a leading contributor to a national firm who has more ambitious...

  • Paraplanner/Administrator - Wealth Management

    Shortlist
    • £28,000 - £35,000 per annum
    • City of London
    • 5 days ago
    • 14 applications

    Our client is a new and exciting Wealth Management brand in the financial services industry,. They have an established client base and operate from offices in the heart of the City of London. They are now looking to expand their team of Paraplanners and to provide secretarial and paraplanning support...

  • Paraplanner

    Featured
    Shortlist
    • £30,000 - £33,000 per annum
    • Bath
    • 23 June
    • 0 applications

    Your responsibilities will include, but not be limited to: To undertake general administration, technical support and back up to the Financial Adviser/Partner Undertake technical research and financial analysis to allow the Financial Adviser/ Partner to identify suitable solutions for the Client Completing/producing...

  • Paraplanner - Financial Services - Leicester

    Shortlist
    • £30,000 - £40,000 per annum
    • Leicestershire
    • 5 days ago
    • 0 applications

    Paraplanner - Financial Services - Leicester Robert Walters is currently engaged with a Financial Services Organisation to recruit a Paraplanner. Key Responsibilities: To provide a financial planning advisory support service for a Leicester based business with an Leicester branch which requires the...

  • Paraplanner - Leeds

    Shortlist
    • £28,000 - £35,000 per annum
    • Leeds
    • 3 June
    • 22 applications

    An excellent opportunity has arisen for a qualified and experienced Paraplanner to join a successful IFA Practice in Leeds. The successful candidate will be responsible for the production of reports and technical information in respect of all financial planning advice. Main Duties: • Produce accurate...

  • Paraplanner

    Shortlist
    • £32,500 - £37,500 per annum
    • Haywards Heath
    • 11 June
    • 4 applications

    An Asset Management organisation in West Sussex has an excellent opportunity for a Paraplanner. You will join a team of highly qualified professionals that offer a broad range of services to help manage client’s wealth. Main Duties: - Discuss client objectives with the Adviser and identify any shortfalls...

  • Wealth Management Trainee Para-Planner

    Shortlist
    • £25,000 - £28,000 per annum
    • Holborn
    • 23 June
    • 17 applications

    An opportunity has arisen through strategic growth plans to join a progressive Senior Partner Practice of a highly respected and fast growing FTSE 100 Wealth Management Company. Working directly with the Financial Adviser and their High Net Worth clients this is a role for a very organised, driven and...

  • Junior Paraplanner

    Shortlist
    • £23,000 - £28,000 per annum
    • Godalming
    • 5 days ago
    • 1 application

    Junior Paraplanner Godalming £23,000 - £28,000 Are you looking for your next step in your financial services career? Are you looking for the chance to join a company who offer exceptional training and career progression? If so, this is an exceptional opportunity for the right candidate to progress...

  • Paraplanner

    Shortlist
    • £26,000 - £30,000 per annum, inc benefits
    • Leeds
    • 3 June
    • 6 applications

    An established and recognised Wealth Manager now requires a paraplanner to join the team. You must have the ability to be able to complete compliant suitability reports, to the highest level, and research the most suitable products for clients on behalf of the financial advisor. Working under pressure...

  • Paraplanner

    Shortlist
    • £32,000 - £40,000 per annum, inc benefits
    • Stockport
    • 3 June
    • 4 applications

    An established and recognised Wealth Manager now requires a top end Diploma qualified Paraplanner to join the team. This role is key within the financial planning/advisor team. The right individual will be suitably qualified, Diploma level minimum. You must have the ability to be able to complete...

  • Paraplanner

    Shortlist
    • £30,000 - £40,000 per annum
    • Croydon
    • 5 days ago
    • 2 applications

    Our client, one of the UK's fastest growing Wealth Management and Employee Benefit Groups, currently requires a Paraplanner to join their private client IFA division following continued growth. Candidates will be responsible for a range of duties including undertaking technical research and preparation...

  • Paraplanner- CMC- 17739

    Shortlist
    • £25,000 - £35,000 per annum
    • Kent
    • 23 June
    • 2 applications

    Paraplanner Location: Kent Salary: £25,000 - £35,000 pro rata Hours: Full Time My client is seeking an experienced Paraplanner to join their offices in Bromley on a full time basis. The successful candidate will be supporting the busy and experienced independent financial advisers who collectively...

  • Paraplanner - East Bristol

    Shortlist
    • £27,000 - £31,000 per annum
    • Bristol
    • 5 days ago
    • 0 applications

    Paraplanner East Bristol - free parking £27,000 - £31,000 plus benefits To provide support to the consultants in the form of case management, research and report writing for higher risk areas of advice, in particular pension transfer and income drawdown business Strategic Work Liaising with...

  • Paraplanner - Edinburgh

    Shortlist
    • £32,000 - £38,000 per annum
    • Edinburgh
    • 23 June
    • 1 application

    This prestigious Wealth Management firm has a requirement for an experienced Paraplanner in their central Edinburgh office. Working closely with the Adviser team the successful candidate will provide a technical Paraplanner function, particularly in relation to compiling Client Suitability Reports based...

  • Financial Services Paraplanner

    Shortlist
    • Competitive salary
    • Leeds
    • 11 June
    • 8 applications

    Juliette Lister and Lisa Tremlett are currently assisting a leading IFA who are recruiting for a Diploma Qualified Paraplanner. If you are currently working within Paraplanning and feel undervalued at work and ready to take on your next career move, this is a fantastic opportunity for you to develop...

  • Para Planning opportunity - Aberdeen

    Shortlist
    • £30,000 - £45,000 per annum
    • Aberdeen
    • 5 days ago
    • 0 applications

    Our client is a National Independent Financial Adviser organisation who specialise in the High Net Worth market. They require and experienced Paraplanner who works currently within an IFA practice and has a minimum of the Diploma in financial services and/or moving towards chartered. Responsible for...

  • Experienced Paraplanner - Edinburgh

    Shortlist
    • £30,000 - £45,000 per annum
    • Edinburgh
    • 5 days ago
    • 0 applications

    Our client is a National Independent Financial Adviser organisation who specialise in the High Net Worth market. They require and experienced Paraplanner who works currently within an IFA practice and has a minimum of the Diploma in financial services and/or moving towards chartered. Responsible for...

  • Diploma HNW Paraplanner

    Shortlist
    • £35,000 - £40,000 per annum, inc benefits
    • London
    • 11 June
    • 8 applications

    To provide paraplanning support for advisers, so the adviser can spend more time in front of their HNW clients Key Responsibilities Searching financial databases and sourcing facts and information about financial products and services leading to initial analysis of products and recommendations for...

  • Paraplanner - Liverpool - £30-40,000

    Shortlist
    • £30,000 - £40,000 per annum
    • Liverpool
    • 5 days ago
    • 0 applications

    My client, a highly successful, well established and prestigious organisation who provide a range of expert, integrated wealth management and employee benefits consultancy services for individuals, families, charities and trusts, business owners and employers, are looking for a paraplanner to join their...

  • Senior Paraplanner/Practice Manager

    Shortlist
    • £30,000 - £35,000 per annum
    • Winterbourne Down
    • 5 days ago
    • 3 applications

    Have you outgrown your current role and want to take on more senior paraplanning and practice management duties? Do you like the idea of managing people as part of your role? Are you looking for more variety and challenge? If you have answered yes to the above, then please read on for more detail:...

  • Paraplanner - URGENT REQUIREMENT - Diploma Qualified

    Shortlist
    • £30,000 - £380,000 per annum
    • Wolverhampton
    • 15 June
    • 8 applications

    An established and recognised wealth manager now requires a paraplanner to join the team. You must have the ability to be able to complete compliant suitability reports, to the highest level, and research the most suitable products for clients on behalf of the financial advisor. Working under pressure...

  • Paraplanner

    Featured
    Shortlist
    • £30,000 - £40,000 per annum, inc benefits
    • North London
    • 23 June
    • 0 applications

    Our client is a financial services firm based in North London who provide financial advice to individual and corporate clients. They are seeking to recruit an experienced paraplanner to add to its continually growing team due to growth and acquisition. They are seeking an across the board, experienced...

  • Paraplanner

    Shortlist
    • £28,000 - £34,000 per annum
    • Bishop's Stortford
    • 26 May
    • 0 applications

    We are actively looking for a Paraplanner, based in Bishops Stortford, to work for a small firm of independent IFAs specialising in Pensions , Investments , Protection and Mortgages based We are looking for a highly experienced candidate, with ten years' + experience. This is a full time position with...

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